Yeah it does not make a whole lot of sense as the useful lifespan of the gpus in 4-6 years. Sooo what happens when you need to upgrade or repair?

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rlt 32 minutes ago | parent | next [-]

A "fully and rapidly reusable" Starship would bring the cost of launch down orders of magnitude, perhaps to a level where it makes sense to send up satellites to repair/refuel other satellites.

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Lalabadie 2 hours ago | parent | prev | next [-]

This is a question that analysts don't even ask on earnings calls for companies with lowly earthbound datacenters full of the same GPUs.

The stock moves based on the same promise that's already unchecked without this new "in space" suffix:

We'll build datacenters using money we don't have yet, fill them with GPUs we haven't secured or even sourced, power them with infrastructure that can't be built in the promised time, and profit on their inference time over an ever-increasing (on paper) lifespan.

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acchow 2 hours ago | parent [-]

> This is a question that analysts don't even ask

On the contrary, data centers continue to pop up deploying thousands of GPUs specifically because the numbers work out.

The H100 launched at $30k GPU and rented for $2.50/hr. It's been 3 years since launch, the rent price is still around $2.50.

During these 3 years, it has brought in $65k in revenue.

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hdjrudni 2 hours ago | parent [-]

They can run these things at 100% utilization for 3 years straight? And not burn them out? That's impressive.

	▲	vlovich123 26 minutes ago \| parent [-]
		Not really. GPUs are stateless so your bounded lifetime regardless of how much you use them is the lifetime of the shitties capacitor on there (essentially). Modulo a design defect or manufacturing defect, I’d expect a usable lifetime of at least 10 years, well beyond the manufacturer’s desire to support the drivers for it (ie the sw should “fail” first).

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mandeepj an hour ago | parent | prev | next [-]

> the useful lifespan of the gpus in 4-6 years. Sooo what happens when you need to upgrade or repair?

Average life of starlink satellite is around 4-5 years

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superbaconman 2 hours ago | parent | prev | next [-]

With zero energy cost it will run until it stops working or runs out of fuel, which I'm guessing is between 5-7 years.

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tgsovlerkhgsel 2 hours ago | parent | prev | next [-]

> Sooo what happens when you need to upgrade or repair?

The satellite deorbits and you launch the next one.

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gricardo99 2 hours ago | parent | prev [-]

not to mention that radiation hardening of chips has a big impact on cost and performance